let’s do business workshop
TRANSCRIPT
LET’S DO BUSINESS WORKSHOP
Thursday, September 26, 2019
10 AM – 12 PM
FORT WORTH CENTRAL STATION, 2nd FLOOR
Let’s Do Business WorkshopThursday, September 26, 2019 10 AM
Agenda
1. Opening Comments/Introductions William Johnson
2. Trinity Metro and Procurement Overview George Jackson IIa) Micro and Small Solicitations
Requisitions/Quotes/PO’s
b) Formal Solicitations
3. Helpful Insights Cynthia Triche Customer Care, Contracts,Payments, Website, etc…
4. a) DBE Program Overview William Johnsonb) Proposed DBE Goal Overview FY 2020 - 2022
5. $$ Future Opportunities $$ George Jackson IIWilliam Johnson
6. Final Q&A / Wrap-up William Johnson7. Attendee Self Introductions8. Networking
Introductions
Contract Administration and Procurement Department
Sherry Lee Sr. Director Procurement & Facilities
Kathy Bridwell Director Contract Administration & Procurement
George Jackson II Material Management Supervisor
William Johnson DBE Administrator
Cynthia Triche Contract Administrator
Lashelle Robinson Purchasing Assistant
Bianca Tillis Buyer
James Campbell Buyer
Randy Ramirez Buyer
TRINITY METRO OVERVIEW
Trinity Metro Mission Statement
The mission of Trinity Metro is to provide safe, reliable,customer focused, and fiscally-responsible publictransportation services to the citizens of Tarrant County. Westrive to improve quality of life for our residents and driveeconomic development in our region.
TRINITY METRO OVERVIEW
Trinity Metro Vision Statement
Our vision is to provide transit services that makeTarrant County more livable and support continuedeconomic growth.
TRINITY METRO OVERVIEW
Trinity Metro Financial Budgeting Short Term Goals
Increase Support for Transit
Educate the Community About the Benefits of Trinity Metro’s Services
Provide an Outstanding Customer Experience
Maintain Positive Organizational Culture
TRINITY METRO OVERVIEW
Trinity Metro – Core Services
Fixed Route Bus Services
Trinity Metro Access (Para-Transit Bus Service)
Trinity Railway Express (TRE) Commuter Rail Service to Dallas
TEXRail (Commuter Rail Service to DFW International Airport Terminal B)
Mobile Apps (NextBus and GoPass)
Dash (First Electric Buses and Serves 7th Street corridor and the Cultural District)
ZIPZONE (Alliance and Mercantile) and ZIPZONE App
Downtown Bus Circulator Service (Molly)
Rider Services (Bike and Ride; Carpool and Vanpool; Guaranteed Ride Home)
TRINITY METRO OVERVIEW
Trinity Metro – Federal Fund Uses
Preventive Maintenance on Vehicles
Purchase of Buses
Preventive Maintenance on TRE
Operational Support for Trinity Metro Access
Transportation Improvements
Safety and Security
Capital Projects (when awarded through FTA competition)
PROCUREMENT OVERVIEW
Contract Administration and Procurement Department
Trinity Metro’s Contract Administration and ProcurementDepartment is responsible for buying all goods and services andadministering related contracts
Works closely with internal departments
Continuously seeks quality, competitive and diverse suppliers
PROCUREMENT OVERVIEW
The Basics
Full and Open Competition
Best Use of Public Dollars
Fair and Reasonable Pricing
Ethical Conduct
Enhance Supplier Diversity
New Website Development and Enhancements
PROCUREMENT OVERVIEW
Procurement Types
Micro-Purchase < 5K Small Purchase > 5K to < $50K Formal Solicitation > $50K
(Buyers / Departments) (Buyers / Departments) (Procurement Staff / Departments)
# 1# 2
# 3
PROCUREMENT OVERVIEW
MICRO PURCHASES ( < $5,000)
Buyer or User Department May Solicit:
Requires Only One Written Quote
Seek to Distribute Equitably Among Suppliers
Seek to Identify DBEs and Obtain Quotes
Determine That Price is Fair and Reasonable
Issue Purchase Order
# 1
PROCUREMENT OVERVIEW
SMALL PURCHASES ( > 5,000 to < $50,000)
Buyer or User Department May Solicit:
Buyer Obtains Three Written Quotes
Buyer Obtains at Least One DBE Quote (minimally)
Buyer Can Receive Quotes Electronically
Independent Cost Estimate Required
Determine Price is Fair and Reasonable
Issue Purchase Order
# 2
PROCUREMENT OVERVIEW
FORMAL SOLICITATIONS > $50,000)
Must Solicit Formally VIA:
Request for Qualifications (RFQ)
Request for Proposal (RFP)
Invitation for Bid (IFB)
Requires DBE Goal Determination
Must be publicly advertised
Independent Cost Estimate is Required
Board Approval is Required*
# 3
HELPFUL INSIGHTS
Customer Care, Contracts, Payments, Website, etc…
Cynthia Triche, Contract Administrator
TRINITY METRO VALUES CUSTOMER CARE!!!
Customer Care Is A Core Value:
Interactions with The Public
Interactions with Trinity Metro Employees and Other Contractors/Consultants/Vendors
Responsiveness
Win-Win Solutions Oriented
Mutually Respectful Partnerships and Communications
CONTRACT ADMINISTRATION OVERVIEW
Contract Process:
Formal IFBs, RFPs and RFQs Incorporated Into Contract Terms and Conditions
Board Approves Contract Award
Contract Administration Requests Insurance Certificate and Bonds (when applicable) – Must Be Current
Project Manager and Contract Administration Enters Into Discussions Regarding Final Contract Terms and Conditions
CONTRACT ADMINISTRATION OVERVIEW
Contract Process:
Contract Administration Sends Contract to Awardee for Signature
Trinity Metro’s President/CEO Signs Contract for Final Execution
Awardee Works Closely with Applicable Department and Contract Administration
Change Orders and Contract Amendments Must Go Through Trinity Metro Authorized Process
Davis-Bacon Applies for Federally Funded Construction Contracts at or above $2K
CONTRACT ADMINISTRATION OVERVIEW
Contract Process:
Davis-Bacon Applies for Federally Funded Construction Contracts at or above $2K
Trinity Metro May Exercise Applicable Annual Contract Renewals (not guaranteed)
Awardee Expected to Follow Contract Terms through Contract Life
Contract Close-out
Pay Requests Submitted Monthly $$$
Payment Net 30 Days $$$
DISADVANTED BUSINESS ENTERPRISE (DBE) OVERVIEW
DBE Program and DBE Goal FY 2020 – 2022
William Johnson, DBE Administrator
DBE PROGRAM OVERVIEW
Required by US Department of Transportation (USDOT) / Federal Transit Administration (FTA) If Receiving More Than $250,000 Annually
Trinity Metro Has FTA Approved DBE Program
Trinity Metro is Committed to Ensuring Minority and Women-Owned Business Inclusion
Trinity Metro Establishes Solicitation-Specific DBE Goals
Bidders/Proposers Must Comply with DBE Program to Be Considered Responsive
Trinity Metro Encourages and Seeks DBE Prime
Participation
DBE PROGRAM OVERVIEW
Trinity Metro Recognizes DBE Certifications
North Central Texas Regional Certification Agency (NCTRCA)
Texas Unified Certification Program (TUCP)
Bidders/Proposers Must Meet Its DBE Commitment Over Contract Life
DBE Primes’ Self-Performance Counts Towards DBE Goal
Trinity Metro’s Proposed DBE Goal is 13% for (FY 2020 -2022) – Based on Projected Types of Contracts and DBE Availability
ON-GOING AND FUTURE OPPORTUNITIES
George Jackson II, Material Management Supervisor
William Johnson, DBE Administrator
ON-GOING AND FUTURE OPPORTUNITIES
Trinity Metro Buys:
Vehicle Parts
Oil/Lubricants
Supplies
Promotional Items
Professional Services
Construction Services
General Services
Purchase Agreements
And More…
ON-GOING AND FUTURE OPPORTUNITIES
George Jackson II, Material Mgmt. Supervisor
William Johnson, DBE Administrator